Description:
How to get the most out of retirement without running out of money
Completely revised and updated, Live It Up Without Outliving Your Money! Second Edition is the financial roadmap that people are looking for. Based on author Paul Merriman's professional experiences in the field of finance and his popular investment publications and workshops, this straight-talking book provides readers with the simple, low-risk strategies they need to get the most out of their retirement years. This reliable resource motivates readers to take the first steps to change their financial situation; presents multiple strategies for withdrawing money during retirement; and exposes the marketing tricks perpetrated by financial institutions. This book also includes added focus on newer issues such as ETFs, REITs, estate planning, IRA withdrawals, and updated allocation strategies.
Paul Merriman (Seattle, WA) is founder and Director of Merriman Berkman Next, which manages more than $1.5 billion. Merriman hosts Sound Investing, a weekly Seattle-area radio show, and is also the Publisher and Editor of FundAdvice.com, which was rated "Best of the Web" by Forbes in 2000, 2001, and 2002.
Table of Contents:
Acknowledgments.
Introduction.
Chapter 1. Why Investors Fail.
Chapter 2. Stress versus Success.
Chapter 3. Lessons from Smart People.
Chapter 4. The Psychology of Successful Investing.
Chapter 5. Who Are You and What Are Your Goals?
Chapter 6. Your Ideal Portfolio.
Chapter 7. Profit from Real Estate and Small Companies.
Chapter 8. Value: Owning What Others Don't Want.
Chapter 9. Putting the World to Work for You.
Chapter 10. Controlling Risk.
Chapter 11. Meet Your Enemies: Expenses and Taxes.
Chapter 12. Putting Your Ideal Portfolio to Work.
Chapter 13. Withdrawals: When Your Portfolio Starts Paying You.
Chapter 14. Hiring an Investment Advisor.
Chapter 15. Your Action Plan.
Chapter 16. My 500-Year Plan.
Appendix.